Amid Trump’s tariffs, TSMC has been stepping up its investment in the U.S. According to Economic Daily News, the company is accelerating the timeline for its second Arizona fab. In addition, TSMC is reportedly set to introduce its latest fan-out panel-level packaging (FOPLP) technology in the U.S. to meet rising demand from customers seeking chips manufactured in the U.S.

The report highlights that, following major clients such as Apple, NVIDIA, and AMD announcing plans to expand their investments in the U.S., TSMC has accordingly adjusted its strategies.

TSMC is currently in its quiet period ahead of its earnings call and is unable to comment, as the report notes.

TSMC Advances FOPLP Technology

Citing Nikkei, the report states that TSMC is finalizing the specifications for its FOPLP technology in an effort to accelerate its mass production timeline. The first-generation version is expected to adopt a 300mm x 300mm panel size—smaller than the previously tested 510mm x 515mm format. According to the report, TSMC is currently building a pilot production line in Taoyuan, Taiwan, with limited trial production anticipated to begin as early as 2027.

The report also notes that TSMC initially explored partnering with panel makers such as Innolux but ultimately opted to develop the technology in-house, as the current precision and technical capabilities of the panel industry were deemed insufficient to meet TSMC’s standards.

As noted by the report, FOPLP offers improved heat dissipation compared to 3D stacking techniques such as wafer-on-wafer (WoW), CoWoS, and SoIC. However, its production efficiency is lower than that of existing 3D stacking methods. The report adds that AI customers are still expected to be the primary adopters of this packaging technology.

Tech Giants Fuel TSMC’s U.S. Manufacturing Expansion

Notably, on April 15, AMD CEO Lisa Su confirmed that the company is ramping up U.S. production. According to Reuters, AMD’s flagship chips will soon roll off TSMC’s new Arizona line—marking the first time its products will be manufactured in the U.S.

Meanwhile, NVIDIA recently also revealed plans to invest up to USD 500 billion in U.S.-based AI server production over the next four years and confirmed that its Blackwell chips are now being produced at TSMC’s Phoenix plant, as Reuters notes.

As noted by Economic Daily News, sources indicate that in response to requests from major clients such as AMD and Apple, TSMC has reportedly informed suppliers that equipment move-in for its second Arizona fab will begin as early as September this year—one full year ahead of schedule.

In other words, the fab’s 3nm production is now expected to begin by the end of 2027, while the second-phase line for 2nm is projected to enter mass production in 2028 as the report points out.

トランプが「軍事支援のコスト」と言ったら米軍の費用でしかないだろう
なぜこれで日本の企業が買われることになるのよ

Japan is coming in today to negotiate Tariffs, the cost of military support, and “TRADE FAIRNESS.” I will attend the meeting, along with Treasury & Commerce Secretaries.

Many investors will exit the market.
It will be a veritable sea of ​​blood.
Institutional speculation around the world is fleeing the stock market.
The real crash is yet to come!! Run!! The Death Cross has appeared!!

US chipmakers outsourcing manufacturing will escape China's tariffs（ロイター）
製造委託する米チップメーカーは中国の関税から逃れられるか

記事内
「"For all integrated circuits, whether packaged or unpackaged, the declared country of origin
for import customs purchases is the location of the wafer fabrication plant," 」
「包装されたすべての統合サーキットについては、包装されているか、梱包されていないかにかかわらず、
輸入税関の購入のために宣言された原産国は、ウェーハ製造工場の場所です。」

3日前の記事だけど、こう言う関税回避の手段って、トランプ政権内に睨まれているんだろうな　(´・ω・`)

During every single day of the Trump administration, I will, very simply, put America first. Our sovereignty will be reclaimed. Our safety will be restored. The scales of justice will be rebalanced. The vicious, violent and unfair weaponization of the Justice Department and our government will end. And our top priority will be to create a nation that is proud and prosperous and free.


うおおおおおおおおおおｗｗｗｗ

Vice President Vance, Speaker Johnson, Senator Thune, Chief Justice Roberts, justices of the United States Supreme Court, President Clinton, President Bush, President Obama, President Biden, Vice President Harris and my fellow citizens:
The golden age of America begins right now. From this day forward, our country will flourish and be respected again all over the world. We will be the envy of every nation. And we will not allow ourselves to be taken advantage of any longer.

きたあああああああああああ

＠Deltaone
SEMICONDUCTOR, ELECTRONIC TARIFFS WILL COME IN A MONTH OR SO, LUTNICK SAYS

半導体、電子関税は1ヶ月かそこらで来る、とLUTNICKは言う

インサイダーで買いまくってたやつら損切り祭りくるぞ～

Trump says he will provide more info on chips tariffs on Monday（ロイター）
トランプ大統領、月曜日にチップ関税の詳細情報を提供すると発表
https://www.reuters.com/world/us/trump-says-he-will-provide-more-info-chips-tariffs-monday-2025-04-13/

一応置いておきます

飛行機の上で何言うてるねんって思ったらもしかしてゴルフ帰りかこれ
＞
Trump says he will provide more info on chips tariffs on Monday
By Reuters

ABOARD AIR FORCE ONE, April 12 (Reuters) - U.S. President Donald Trump said on Saturday that he will provide an update on his administration's approach to semiconductor tariffs on Monday.
"I'll give you that answer on Monday," Trump told reporters aboard Air Force One.

「本当の話なんだ、この国々は我々に
連絡を取って来ていて、私のケツにキスしているんだ
（I'm telling you these countries are calling us up, kissing my ass.）」

「彼らは取引しようと必死だ、
『お願いです、お願いです
旦那様、取引をしてください、
何でもします、旦那様、何でもします』

(They are dying to make a deal.
”Please, please sir, make a deal,
I will do anything,
I will do anything sir")

この７０か国を超える
国々の中には当然日本も含まれ、
というか「日本は一番最初に
取引を願い出て来た」

(´・ω・｀)

I am Gunnery Sergeant Hartman, your Senior Drill Instructor.
From now on, you will speak only when spoken to,
and the first and last words out of your filthy sewers will be "Sir!"
Do you maggots understand that?

訓練教官のハートマン先任（ガナリー）軍曹である
話し掛けられた時以外口を開くな
口でクソたれる前と後に“サー”と言え
分かったか　ウジ虫ども

60227077 (OP)
Honestly at this point i just want the obese faggot to tariff all countries at 150 to 300%, fuck it if the world will be destroyed, i just cant bear this faggotry of "tariff yes tariff no" every day
American here. This doesn't seem bad.


60227077 (スレ主)
正直なところ、今の時点では、あの肥満したホモ野郎にすべての国に150%から300%の関税をかけてほしい。世界が滅びようが知ったことか、毎日毎日この「関税賛成関税反対」というくだらない騒ぎに耐えられない。
アメリカ人です。これはそんなに悪くないように思います。

FinancialJuice
@financialjuice
China's Commerce Ministry: China has a firm will and abundant means,
will resolutely counteract and fight to the end - Xinhua
中国商務省 中国には確固たる意志と豊富な手段があり、断固として対抗し、最後まで戦う-新華社通信

さて、どうなるか　(´・ω・`)

🔴 WH Press Sec. Leavitt: If China makes a deal, Trump will be gracious.

🔴 ホワイトハウス報道官レビット氏：中国が合意すれば、トランプ大統領は寛大な態度を取るだろう。

🔴 Fox Source on X: White House Press Secretary says 104% additional tariffs went into effect at noon eastern time because China has not removed its retaliation. The 104% additional tariff will be collected starting tomorrow April 9th

🔴 Fox Source on X: ホワイトハウス報道官は、中国が報復措置を撤回していないため、東部時間正午に104%の追加関税が発効したと述べた。104%の追加関税は明日4月9日から徴収される。

Automaker Stellantis Says It Will Help Suppliers Pay Tariff Costs
自動車メーカー、ステランティス社、サプライヤーに関税コストを負担させると発表

トヨタ、先を越される(´・ω・｀)

No one knew that a bubble would come after this. Trump will be the president of the world. Congratulations.

Don’t be Weak! Don’t be Stupid! Don’t be a PANICAN (A new party based on Weak and Stupid people!). Be Strong, Courageous, and Patient, and GREATNESS will be the result!

Trump: "if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th"
トランプ"中国が明日2025年4月8日までに、すでに長期にわたって行ってきた貿易の乱用を上回る34％の関税引き上げを撤回しない場合、米国は4月9日から中国に50％の追加関税を課す"

おうふ(´・ω・｀)

EU's Trade Chief Sefcovic: VAT is an important source of income of EU member states, and we will not change our VAT system.
EUのセフコビ○チ通商部長：付加価値税はEU加盟国の重要な収入源であり、付加価値税制度を変えるつもりはない。

妥結できるのかどうか(´・ω・｀)

直接対談きたあああああああああああああああああああああああ

Breaking News @FastNews77 (2025/04/07 21:22:06)
‘Japan is not doing anything unfair,’ says Premier Ishiba on Trump tariffs
Shigeru Ishiba reiterates willingness to meet US president in person to solve tariff crisis


石破首相、トランプ関税について「日本は不公平なことは何もしていない」
石破茂氏、関税危機解決のため米大統領と直接会談する意向を改めて表明

#News #DailyNews #LiveNews #WorldNews
#World

WH Sr. Adviser Hassett: Trump will decide if trade deals are great enough.
ハセットWH上級顧問：貿易取引が十分素晴らしいかどうかはトランプが決める。

どうみても独裁国家です(´・ω・｀)どうもありがとうございました

🔴 WH Sr. Adviser Hassett: There are some great deals countries are bringing on tariffs. Trump will decide if the trade deals are great enough - Fox News Interview.

🔴ホワイトハウス上級顧問ハセット氏：関税に関して、いくつかの素晴らしい取引が各国で行われている。貿易協定が十分に素晴らしいものかどうかはトランプ大統領が決めるだろう - フォックスニュースのインタビュー。

速報　トランプから全世界の投資家へ

「私のポリシーは絶対に変えない。株が暴落しようと気にしない。」
TRUMP: TO INVESTORS: MY POLICIES WILL NEVER CHANGE

https://www.reuters.com/world/us/trump-investors-my-policies-will-never-change-2025-04-04/

多分これはまだ周知されていないしな

NVIDIAもやばいんだよな

[ Nvidia GB300 Reference Design Has Not Been Finalized, High Likelihood of Delay ]

It is highly likely that the GB300 will be delayed for a release by the end of this year or next year.
? Nvidia is set to officially announce its high-end AI server, the GB300, at GTC 2025.
? The initial target is a Q3 2025 release.
? The current market anticipates a release delay?expected from late 2025 to early 2026?due to unresolved design decisions and supply chain issues.
? It is presumed that the design for the power-related solution has not yet been finalized.
? Considering that both JPM and Taiwanese media are reporting similarly, the potential delay is high and warrants close monitoring.